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Roy Carl Ludwick

BOULDER WEALTH ADVISORS, LLC·BOULDER, Colorado
Unclaimed Profile
2595 CANYON BLVD, BOULDER, CO 80302CRD# 1325901Firm CRD# 115069
01

About

Roy Carl Ludwick is a registered financial advisor based in BOULDER, Colorado, affiliated with BOULDER WEALTH ADVISORS, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
BOULDER WEALTH ADVISORS, LLC
BOULDER WEALTH ADVISORS, LLC
AUM
$246M
Regulatory assets under management
Employees
3
Total firm employees
View all advisors at BOULDER WEALTH ADVISORS, LLC →
Services
Financial planning
Portfolio management (individuals)
Market timing services
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 1325901
Firm CRD# 115069
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Roy Carl Ludwick offer?
Roy Carl Ludwick specializes in Financial Planning, Investment Management. Contact their office in BOULDER, Colorado for a consultation.
What are Roy Carl Ludwick's credentials?
Roy Carl Ludwick is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Roy Carl Ludwick located?
Roy Carl Ludwick is based in BOULDER, Colorado, working with BOULDER WEALTH ADVISORS, LLC. Their office serves clients in the BOULDER metropolitan area and surrounding communities.
How does Roy Carl Ludwick charge for services?
Roy Carl Ludwick's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is BOULDER WEALTH ADVISORS, LLC?
BOULDER WEALTH ADVISORS, LLC has approximately 3 employees and manages $246M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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BOULDER, CO
Gary Ross Shirman
BOULDER, CO

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